ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 07/30/2025

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 30/07/2025

Acciona Energia : H1 in line, guidance confirmed and valuation reflecting the 2026+ plan

IBERIAN DAILY 21 AUGUST (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: N/A. IBEX hanging on and the FTSE 100 closes in positive numbers Yesterday European stock markets fell slightly, except the IBEX, which closed flat, and the FTSE 100, which rose +1.0%, while US tech stocks were once again punished by the doubts surrounding a possible AI bubble mentioned by S. Altman, CEO of OpenAI, over the past few days. In the STOXX 600, the sectors rising the most (by far) were Food and Household Products, with Construction and Travel & Leisure falling the most. On the macro side, in the euro zone July’s final general and core inflation confirmed the prelimin...

INFORME DIARIO 21 AGOSTO (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: N/A. El Ibex aguanta y el FTSE 100 cierra en positivo Ayer las bolsas europeas mostraron tímidas caída, a excepción del Ibex que cerró plano y el FTSE 100 con un avance del +1,0% mientras que las tecnológicas en EE.UU. volvieron a verse castigadas por las dudas sobre una posible burbuja en la temática IA comentada estos días por S. Altman, CEO de OpenAI. En el STOXX 600 los sectores que más subieron con mucha diferencia fueron Alimentación y Distribución de productos del Hogar frente a Construcción y Viajes & Ocio que fueron los que más cayeron. Por el la...

IBERIAN DAILY 20 AUGUST (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: IAG. European stock markets outperform US counterparts Yesterday European stock markets once again performed well, widening the outperformance gap with the S&P 500 in this second half of the month. In the STOXX 600, the sectors rising the most were Autos, Consumer Goods and Chemicals (all more than +2.0%), compared to Real Estate, which was the only sector closing in the red, and the cyclicals Industrials and Energy (dragged down by the Brent rout), which rose the least. On the macro front, July’s housing starts beat expectations, whereas building permits fell more than expected...